Clarity Wealth Advisors
Clarity Wealth Advisors (CRD# 157913) is a financial advisory firm headquartered in San Jose, CA. They manage $155,190,499 in 649 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management155MILLION
Total Number of Accounts649ACCOUNTS
Average Account Value$239,122
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, LA, OR, TX
Parvin Manuchehri (CRD# 2896681) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 19 years of experience in the finance industry. Parvin Manuchehri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Milind Dalal (CRD# 2368965) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 22 years of experience in the finance industry.